How to Install and Test SAMBA Obtaining and installing samba Binary packages of samba are included in almost any Linux or Unix distribution. There are also some packages available at the samba homepage If you need to compile samba from source, check the appropriate appendix chapter. Create the smb configuration file. There are sample configuration files in the examples subdirectory in the distribution. I suggest you read them carefully so you can see how the options go together in practice. See the man page for all the options. The simplest useful configuration file would be something like this: [global] workgroup = MYGROUP [homes] guest ok = no read only = no which would allow connections by anyone with an account on the server, using either their login name or "homes" as the service name. (Note that I also set the workgroup that Samba is part of. See BROWSING.txt for details) Note that make install will not install a smb.conf file. You need to create it yourself. Make sure you put the smb.conf file in the same place you specified in theMakefile (the default is to look for it in /usr/local/samba/lib/). For more information about security settings for the [homes] share please refer to the document UNIX_SECURITY.txt. Test your config file with <command>testparm</command> It's important that you test the validity of your smb.conf file using the testparm program. If testparm runs OK then it will list the loaded services. If not it will give an error message. Make sure it runs OK and that the services look reasonable before proceeding. Always run testparm again when you change smb.conf! Try listing the shares available on your server $ smbclient -L yourhostname You should get back a list of shares available on your server. If you don't then something is incorrectly setup. Note that this method can also be used to see what shares are available on other LanManager clients (such as WfWg). If you choose user level security then you may find that Samba requests a password before it will list the shares. See the smbclient man page for details. (you can force it to list the shares without a password by adding the option -U% to the command line. This will not work with non-Samba servers) Try connecting with the unix client $ smbclient //yourhostname/aservice Typically the yourhostname would be the name of the host where you installed smbd. The aservice is any service you have defined in the smb.conf file. Try your user name if you just have a [homes] section in smb.conf. For example if your unix host is bambi and your login name is fred you would type: $ smbclient //bambi/fred Try connecting from a DOS, WfWg, Win9x, WinNT, Win2k, OS/2, etc... client Try mounting disks. eg: C:\WINDOWS\> net use d: \\servername\service Try printing. eg: C:\WINDOWS\> net use lpt1: \\servername\spoolservice C:\WINDOWS\> print filename Celebrate, or send me a bug report! What If Things Don't Work? If nothing works and you start to think "who wrote this pile of trash" then I suggest you do step 2 again (and again) till you calm down. Then you might read the file HOWTO chapter Diagnosis and the FAQ. If you are still stuck then try the mailing list or newsgroup (look in the README for details). Samba has been successfully installed at thousands of sites worldwide, so maybe someone else has hit your problem and has overcome it. You could also use the WWW site to scan back issues of the samba-digest. When you fix the problem PLEASE send me some updates to the documentation (or source code) so that the next person will find it easier. Diagnosing Problems If you have installation problems then go to the Diagnosis chapter to try to find the problem. Scope IDs By default Samba uses a blank scope ID. This means all your windows boxes must also have a blank scope ID. If you really want to use a non-blank scope ID then you will need to use the 'netbios scope' smb.conf option. All your PCs will need to have the same setting for this to work. I do not recommend scope IDs. Choosing the Protocol Level The SMB protocol has many dialects. Currently Samba supports 5, called CORE, COREPLUS, LANMAN1, LANMAN2 and NT1. You can choose what maximum protocol to support in the smb.conf file. The default is NT1 and that is the best for the vast majority of sites. In older versions of Samba you may have found it necessary to use COREPLUS. The limitations that led to this have mostly been fixed. It is now less likely that you will want to use less than LANMAN1. The only remaining advantage of COREPLUS is that for some obscure reason WfWg preserves the case of passwords in this protocol, whereas under LANMAN1, LANMAN2 or NT1 it uppercases all passwords before sending them, forcing you to use the "password level=" option in some cases. The main advantage of LANMAN2 and NT1 is support for long filenames with some clients (eg: smbclient, Windows NT or Win95). See the smb.conf(5) manual page for more details. Note: To support print queue reporting you may find that you have to use TCP/IP as the default protocol under WfWg. For some reason if you leave Netbeui as the default it may break the print queue reporting on some systems. It is presumably a WfWg bug. Printing from UNIX to a Client PC To use a printer that is available via a smb-based server from a unix host with LPR you will need to compile the smbclient program. You then need to install the script "smbprint". Read the instruction in smbprint for more details. There is also a SYSV style script that does much the same thing called smbprint.sysv. It contains instructions. See the CUPS manual for information about setting up printing from a unix host with CUPS to a smb-based server. Locking One area which sometimes causes trouble is locking. There are two types of locking which need to be performed by a SMB server. The first is "record locking" which allows a client to lock a range of bytes in a open file. The second is the "deny modes" that are specified when a file is open. Record locking semantics under Unix is very different from record locking under Windows. Versions of Samba before 2.2 have tried to use the native fcntl() unix system call to implement proper record locking between different Samba clients. This can not be fully correct due to several reasons. The simplest is the fact that a Windows client is allowed to lock a byte range up to 2^32 or 2^64, depending on the client OS. The unix locking only supports byte ranges up to 2^31. So it is not possible to correctly satisfy a lock request above 2^31. There are many more differences, too many to be listed here. Samba 2.2 and above implements record locking completely independent of the underlying unix system. If a byte range lock that the client requests happens to fall into the range 0-2^31, Samba hands this request down to the Unix system. All other locks can not be seen by unix anyway. Strictly a SMB server should check for locks before every read and write call on a file. Unfortunately with the way fcntl() works this can be slow and may overstress the rpc.lockd. It is also almost always unnecessary as clients are supposed to independently make locking calls before reads and writes anyway if locking is important to them. By default Samba only makes locking calls when explicitly asked to by a client, but if you set "strict locking = yes" then it will make lock checking calls on every read and write. You can also disable by range locking completely using "locking = no". This is useful for those shares that don't support locking or don't need it (such as cdroms). In this case Samba fakes the return codes of locking calls to tell clients that everything is OK. The second class of locking is the "deny modes". These are set by an application when it opens a file to determine what types of access should be allowed simultaneously with its open. A client may ask for DENY_NONE, DENY_READ, DENY_WRITE or DENY_ALL. There are also special compatibility modes called DENY_FCB and DENY_DOS. Mapping Usernames If you have different usernames on the PCs and the unix server then take a look at the "username map" option. See the smb.conf man page for details.